Progress Report

Self Evaluation

As a condition of receiving a grant, grantees agree to submit a written self-evaluation one year from the application date. It is a candid appraisal of achievements, challenges and lessons learned for the project. The report is provided to advisory committees for their review and becomes part of the grant consideration process for all future applications.

Required Form

Grantees should download and SAVE the document shown below:

Progress Report (DOC, 32.8KB) (two pages) form may be saved for further editing, printing or archiving. Download the document, then "Save As".

If you are unable to access this document, please call 508-755-0980 to receive it by email or as a paper copy.

Progress Report Due Dates

Progress reports are due one year from previous application grant date.* Example: March 15, 2011 is the discretionary grant deadline. The progress report would then be due on March 15, 2012.

* Rosemary Davis Memorial Fund progress reports are due upon the completion of the program or project.

* Mini Grant Fund progress reports are due upon the completion of the program or project.

Outreach & Education Site Visit

We have found that nothing compares to a face-to-face meeting with you, at your program site, to help us understand the impact of your work. If a discretionary grant is approved, it is understood that you will be willing to allow us to visit with you afterward wherever your funded project is taking place. We have organized a committee of local volunteers who conduct such visits with our grantee organizations. We call this program "Outreach and Education (O&E)." These volunteers are briefed on your funding history; they review your proposal; and a program officer contacts you directly to arrange the volunteer's visit. The expectations for the visit are that you will talk with us and show us what is happening in comparison with the proposal. The visit should include an opportunity to speak with the principal staff members and volunteers as well as with program participants. Typically about one third of our grantees receive an O&E visit each year, given the limited number of people available to do this work on our behalf. Foundation staff write a brief report, which becomes available to inform future grant applications.

If you have any questions about the evaluation process, please call or email Pam Kane at (508) 755-0980.